Columbia Trust’s American Express AXP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $323K | Buy |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $337K | Sell |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $372K | Hold |
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|
2021
Q3 | $372K | Hold |
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|
2021
Q2 | $367K | Sell |
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|
2021
Q1 | $321K | Buy |
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|
2020
Q4 | $272K | Buy |
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|
2020
Q2 | $218K | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $589K | Buy |
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